NewEdge Advisors’s ATI ATI Stock Holding History

NewEdge Advisors’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$577K	Buy	3,969 +3,869	+3,869%	+$539K	﹤0.01%	1870
2025 Q4	$11.5K	Hold	100	–	–	﹤0.01%	3430
2025 Q3	$8.13K	Sell	100 -763	-88%	-$61.8K	﹤0.01%	3392
2025 Q2	$74.5K	Buy	+863	New	+$59.1K	﹤0.01%	2532
2024 Q4	–	Sell	-3,899	Closed	-$261K	–	3907
2024 Q3	$261K	Sell	3,899 -61	-2%	-$3.79K	﹤0.01%	1885
2024 Q2	$220K	Buy	+3,960	New	+$222K	﹤0.01%	1870
2024 Q1	–	Sell	-2,329	Closed	-$106K	–	3827
2023 Q4	$106K	Sell	2,329 -1,410	-38%	-$58.5K	﹤0.01%	1930
2023 Q3	$154K	Buy	3,739 +47	+1%	+$2.09K	﹤0.01%	1709
2023 Q2	$163K	Buy	3,692 +327	+10%	+$12.5K	﹤0.01%	1704
2023 Q1	$133K	Buy	3,365 +482	+17%	+$18.2K	﹤0.01%	1660
2022 Q4	$86	Buy	+2,883	New	+$84.4K	﹤0.01%	3392
2017 Q3	–	Sell	-35	Closed	-$598	–	414
2017 Q2	$598	Buy	+35	New	+$589	﹤0.01%	1369

Other funds holding ATI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return